Callflows. Caller ID Actions. Set Caller ID

Modified on Wed, Jul 5, 2023 at 1:22 PM

Description: This is how the Set Caller ID Action works and how it can be integrated into call flows.

Caller ID is a service that displays the caller's phone number and name on the recipient's phone or device before the call is answered. It enables the recipient to identify the caller and decide whether or not to answer the call.

After creating a new call flow, completing the Main Callflow Block with essential information, and assigning a Seat to the configured call flow, you can implement the Set Caller ID Action to the configured call flow. The Set Caller ID Block is located within the Caller ID group of Actions in the Catalog of Actions on the Callflow Configurator's right-hand side.

By using the drag-and-drop technique, you can transfer the Set Caller ID Block from the Catalog and integrate them into several places of the Callflow diagram where the Caller ID needs to be set.

When you drop the Set Caller ID Block onto the Callflow diagram, a pop-up window will appear displaying the various parameters of the Block that need to be configured.

Two parameters need to be configured in that section:

Caller-ID Name: by filling out this field, you can specify a personalized Caller ID Name for your account's incoming calls.
Caller-ID Number: by filling out this field, you can specify a personalized Caller ID Number for your account's incoming calls.

A properly configured Set Caller ID Box integrated into a call flow will be displayed as follows.

Within the Block, there is no indication of all the previously set Caller ID name and number values.

Once changes in the Callflow diagram have been made, the "Save" button will become active, and clicking on it will open a drop-down menu with three saving options.

Save Changes: by clicking this button, you will easily save all of the changes you have made.
Save and Duplicate: clicking on this button will save all modifications made to the current call flow and create a new call flow that duplicates the original. The name of the duplicated call flow will include the name of the original call flow, followed by the word "copy".

The main Block of the duplicated call flow, which displays the extension and phone numbers in the original call flow, will be left blank.

Save and Create: clicking on this button will save all modifications made to the current call flow and create a new empty call flow.
Cancel: clicking on this button will cancel any modifications made to the call flow. If changes have been made, the system will prompt you to confirm the cancellation of those changes.